How to Set Up Milestones and Kanban Tasks

Overview

Tasks are tactical work units that power your agency delivery velocity. Tasks are organized across four standard Kanban lanes: Backlog, In Progress, In Review, and Complete.

Instructions

1. Open any project and click the Kanban Board tab.
2. Click Add Task in the Backlog lane.
3. Enter the task title, estimated hours, and select a Priority (Low, Medium, High, Urgent).
4. Assign internal team members and link the task to its parent milestone.
5. Drag cards between lanes or use accessible directional movement buttons to advance tasks.